Role & responsibilities

- Acquire and develop relationships with HNI, UHNI and Family Office clients.

- Drive new client acquisition through direct outreach, networking and referrals.

- Understand client investment objectives, financial needs and risk profiles.

- Present suitable investment solutions across Mutual Funds, PMS and AIF.

- Build and maintain long-term relationships with high-value clients.

- Drive cross-selling and upselling to increase share of wallet and revenue.

- Conduct regular portfolio reviews and provide relevant investment updates.

- Identify new business opportunities through client networks and industry circles.

- Share market insights, trends and relevant product information with clients.

- Ensure timely and high-quality client servicing.

- Maintain accurate client documentation, records and reporting.





- Ensure compliance with regulatory guidelines and internal company policies.

Preferred candidate profile

- 815 years of relevant experience in Wealth Management, AMC, Mutual Funds, PMS, AIF, Private Banking or Financial Services.

- Strong experience handling HNI/UHNI clients.

- Proven experience in client acquisition and relationship management.

- Good understanding of Mutual Funds, PMS and AIF.

- Strong business development, cross-selling and upselling capabilities.

- Excellent communication and presentation skills.

- Robust networking and relationship-building abilities.

- Client-focused and service-oriented approach.

- Strong understanding of financial products and investment solutions.

📌 Senior manager - Client engagement Channel (Delhi)
🏢 Optraedge Solutions
📍 Delhi